Sirnollia Beasley

👑 The Virtual Profit Protector & Legacy Queen 💼💰

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⚠️ Pre-Qualify for Tax Advisory – w/ Sirnollia
Sirnollia Beasley
The Tax Advisory Interview is a valuable opportunity to explore how we can suppo...
Duration: 30 minutes

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⚠️ Pre-Qualify for Tax Advisory – w/ Sirnollia

🧾 Tax Advisory Pre-Qualification + Strategy Session

Thank you for your interest in working with our Tax Advisory Team. This form is designed to assess whether you are a good fit for our tax strategy services and to ensure we have the necessary documentation to evaluate your current structure.

💡 **Important**:

A **non-refundable $250 consultation fee** is required to complete this process.
If you qualify and move forward, **this amount will be applied toward your custom tax plan.**

⏱️ Please allow 10–15 minutes to complete this form and gather your supporting documents.

✅ SECTION 2: Contact & Business Basics

First Name*

Last Name*

Primary Email*

Company Name

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Phone Number

State Where Business Is Registered

Type of Entity

Year Business Was Started

Do you have any business partners or shareholders?

What industry are you in?

Please upload the documents that apply to your business. You may skip any that don’t apply: – EIN Letter – Articles of Incorporation – State Registration – S-Corp Election Letter

✅ SECTION 3: Financial Snapshot

What was your estimated gross income last year?

What was your estimated net profit?

Are you currently paying yourself a salary?

Do you currently track expenses or do bookkeeping?

Can you provide a recent Profit & Loss statement?

📤 Upload P&L File

Do you issue 1099s to contractors?

Do you currently owe the IRS or any state agency?

If so, who do you owe and how much?

✅ SECTION 4: Tax & Compliance History

Have you filed all business returns for the past 2 years?

Have you received any IRS notices or audits in the last 3 years?

If so, upload any IRS notices or audits from the last 3 years

Do you have any past-due business or personal taxes?

Do you currently have a tax advisor?

✅ SECTION 5: Tax Strategy & Advisory Readiness

Do you have a tax plan in writing?

What is your annual budget for advisory services?

How soon are you ready to start?

✅ SECTION 6: Open Response Questions

What are your top 3 business or tax goals for the next 12 months?

What is your biggest frustration with taxes right now?

Is there anything else we should know before the Zoom call?

✅ SECTION 7: Qualification Disclosure & Signature

✍️ Electronic Signature – Confirm Understanding

Qualification Review & Consent

✍️ Electronic Signature – Confirm Understanding

✅ Qualification & Consent

By signing below, I understand this form will be reviewed by the Tax Deivas team to determine if my business qualifies for tax advisory services. This discovery call is not a tax preparation or planning session.

I understand no services will begin until a formal engagement is signed, and not all applicants will qualify. All information provided is confidential.

📅 After submitting, we'll review your form in advance so we can focus our time together. This helps us determine if your business is a great fit for our advanced tax planning strategies.

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